Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Brandon Willis

Hartland,WI

Summary

Seasoned financial professional and facilitator of business development with 8 years running and scaling a business, 3 of which were leading a team of 10 plus young financial advisors. Outstanding business and financial acumen with abilities in preparing and leading presentations. I have a passion for self-development and am always willing to learn how to be my best in business, leadership, and life.

Overview

13
13
years of professional experience

Work History

Director of Development

Northwestern Mutual
03.2021 - Current
  • Generated significant revenue growth with the implementation of innovative coaching and development strategies for new advisors.
  • Streamlined internal processes for improved efficiency, resulting in better communication and results across departments.
  • Cultivated strong relationships with key stakeholders both internally and externally to optimize collaboration efforts across departments.
  • Championed organizational change initiatives that resulted in streamlined operations and significant cost savings for the company.

Financial Advisor

Northwestern Mutual
09.2016 - 02.2021
  • Building a financial practice from the ground up
  • Build lifelong relationships with my clients while helping them achieve their most important goals
  • Setting appointments on the phone daily
  • Running weekly reports for my practice to seek out areas for improvement.
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Sales Representative

Beer Capitol
09.2015 - 02.2016
  • Maintained strong and positive relationships with all clients / customers
  • Coordinated client purchases with warehouse/drivers for the delivery of product
  • Produced weekly reports for management
  • Processed client purchase orders
  • Managed client inventory/stock
  • Collection of past due accounts.
  • Generated additional sales opportunities with upselling and cross-selling techniques.
  • Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.

Special Events Crew Member

Beer Capitol
01.2011 - 01.2015
  • Promote sales of company products while on or off duty.
  • Convey a positive and cheerful manner each day to develop effective relationships with co-workers to help be as effective as possible.
  • Set up all MillerCoors sponsored events throughout Milwaukee County.
  • Delivered beer to local bars, liquor stores, or customers.
  • Build orders in the warehouse (forklift certified) for delivery.

Education

Wealth Management Certified Professional - Wealth Management

American College of Financial Services
King Of Prussia, PA
01.2021

Bachelor of Science - Criminal Justice

University of Wisconsin-Oshkosh
Oshkosh
05.2015

Skills

  • Business Goal Management
  • Development Framework Generation
  • Strategic Planning
  • Creative Problem Solving
  • Critical Thinking
  • Conflict Resolution
  • Public Speaking
  • Relationship Building
  • Adaptability
  • Coaching and Mentoring

Affiliations

  • Volunteer – West Allis Hale food drive (Fall 2009-10)
  • Habitat for Humanity (2012)
  • Boys and Girls Club (2012)

Timeline

Director of Development

Northwestern Mutual
03.2021 - Current

Financial Advisor

Northwestern Mutual
09.2016 - 02.2021

Sales Representative

Beer Capitol
09.2015 - 02.2016

Special Events Crew Member

Beer Capitol
01.2011 - 01.2015

Wealth Management Certified Professional - Wealth Management

American College of Financial Services

Bachelor of Science - Criminal Justice

University of Wisconsin-Oshkosh

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